See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $256,849 | $202,318+27.0% | $172,739+48.7% | $152,861+68.0% |
| Participation rate | 58.3% | 87.1%-28.7pp | 82.6%-24.3pp | 82.4%-24.1pp |
| Annual return | 27.24% | 1029.65%-1002.4pp | 802.84%-775.6pp | 345.32%-318.1pp |
| Employer contribution / active EE | $1,563 | $5,856-73.3% | $5,143-69.6% | $4,762-67.2% |
| Participant deferral / active EE | $4,593 | $5,948-22.8% | $5,198-11.6% | $5,850-21.5% |
| Admin fee / account holder | $238 | $17,109-98.6% | $13,954-98.3% | $11,596-97.9% |